Quick Search Tab

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Introduction

Quick Search is one of our Portal features that will allow you to perform point in time checks using different services without the need of API integration.

To use Quick Search, the user needs to have the Quick Search User permissions associated with their account.

Quick Search Tab contains three sections:

1. Main page
2. New Search
3. Profiles

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Main page

By clicking directly on the Quick Search Tab, you will be directed to the Main Page of the feature.

In this page you can view the quick searches performed by you or others (only if Quick Search Admin permission is active).

You can select the searches by user, date range or name used in the search.



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New Search

By selecting New Search from the dropdown next to Quick Search Tab, you will be directed to the New Search Page.



To perform a search, you will need to select a profile from the dropdown under All Profiles.

After the profile is selected, just complete the form with the information required to perform the search.

After the check is completed, you will be directed to the page where you can view the request as well as the result of the check.

The completed checks can also be viewed through the Portal Dashboard Tab.

Create Profile option will only appear if you have Quick Search Admin permissions.

If you wish to use Sandbox data, please tick the Use Sandbox box and a list of available sandbox cases the selected profile will be displayed.

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Profiles

The Profiles Page will allow you to view the created profiles, create new profiles and edit existing ones.

To be able to perform these actions, the user needs to have Quick Search Admin permissions.

As an QS Admin, when you click on Profiles from the Quick Search dropdown, you will be directed to the Profiles page:



Here you can Create New Profile using the button in the top right.

This will open the Create Profile page where you will be prompted to input the profile name, select the users to have access to the profile and the service the profile should contain by clicking on the boxes next to each value.



You can also edit profiles by using the Edit Profile button under each created profile.